Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.57

+0.7%

Nov 28 9:30 AM EST

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To: Dave B who wrote (41563)	5/7/2000 11:50:00 PM
From: Ali Chen	Read Replies (1) of 93625

Dave, you are entrapping yourself with this. Look: <Seriously, these two gentlemen have much more visibility into..they're basing their estimates on information that is not available to us (even Carl!).> Ask yourself at what level they have this "visibility"? At executive and marketing level. These guys think wishfully, you should know this in first place. These guys have very little understanding about inherent caveats of the underlying technology. The whole thing with those high-speed signals is totally new to them, they cannot have any practical experience with the new technology by definition and cannot exercise good judgement about those technical issues. Their wishful thinking and plans may be totally unrealistic, and that is happening. As several people on this thread including Carl and myself have shown, none of the promises of RAMBUS "technology" withstand the reality check. None. The Rambus "technology" brings no benefits but only complications at every production step. It is my belief that the industry cannot be built on unsound technology no matter how wishful the thinking of Rambus and Intel leaders is. This is the only point I would like to make. BTW, about cost reductions: since the Rambus "technology" associates extra cost at EVERY STEP OF PRODUCTION and DEPLOYMENT as compared to SDRAM/DDRAM, it will always cost SIGNIFICANTLY more. No matter which measures are undertaken. This is a very simple concept, would you agree? - Ali

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